Pacific Sun Financial’s Intuit INTU Stock Holding History

Pacific Sun Financial’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,743	Closed	-$275K	–	156
2017 Q4	$275K	Buy	+1,743	New	+$266K	0.15%	113

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pacific Sun Financial's INTU Position: Q1 2018 in Review

Pacific Sun Financial sold out of Intuit (INTU) in Q1 2018, closing a stake of 1,743 shares — an estimated $275K sold.

Pacific Sun Financial first reported a position in INTU in Q4 2017 and held it in 1 quarter. The position peaked at $275K in Q4 2017. 794 funds tracked by Wall St. Rank hold INTU as of Q1 2018.

Pacific Sun Financial reported no remaining Intuit position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 1,743 Intuit shares in Q1 2018, an estimated $275K.
Pacific Sun Financial first reported a position in Intuit in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's Intuit position peaked at $275K in Q4 2017.
794 funds tracked by Wall St. Rank held Intuit as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.